Purchases and Sales Made in Q3 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-441- 52.38% |
$15.9K - $18.4K
|
401
$16K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-443- 1.47% |
$16K - $18.5K
|
29.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-444- 2.58% |
$16K - $18.5K
|
16.8K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-447- 3.49% |
$16.1K - $18.6K
|
12.4K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-458- 0.87% |
$16.5K - $19.1K
|
52K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-465- 2.63% |
$16.7K - $19.4K
|
17.2K
$686K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-472- 0.34% |
$17K - $19.7K
|
136K
$5.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-483- 17.1% |
$17.4K - $20.1K
|
2.34K
$93.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 7.5% |
$18K - $20.8K
|
6.17K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-510- 4.86% |
$18.4K - $21.3K
|
9.98K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-510- 6.14% |
$18.4K - $21.3K
|
7.8K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-514- 2.13% |
$18.5K - $21.4K
|
23.6K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-518- 3.88% |
$18.7K - $21.6K
|
12.8K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-523- 36.32% |
$18.8K - $21.8K
|
917
$36.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-542- 0.74% |
$19.5K - $22.6K
|
72.4K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-543- 0.08% |
$19.6K - $22.6K
|
652K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-552- 6.39% |
$19.9K - $23K
|
8.09K
$322K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-561- 0.63% |
$20.2K - $23.4K
|
89K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-585- 1.32% |
$21.1K - $24.4K
|
43.6K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-594- 3.65% |
$21.4K - $24.8K
|
15.7K
$625K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-689- 17.71% |
$24.8K - $28.7K
|
3.2K
$128K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-706- 4.81% |
$25.4K - $29.4K
|
14K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-737- 3.34% |
$26.5K - $30.7K
|
21.3K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-740- 10.05% |
$26.7K - $30.8K
|
6.62K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-741- 4.11% |
$26.7K - $30.9K
|
17.3K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-753- 1.3% |
$27.1K - $31.4K
|
57K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-800- 1.43% |
$28.8K - $33.3K
|
55.1K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-836- 1.19% |
$30.1K - $34.8K
|
69.4K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-850- 0.94% |
$30.6K - $35.4K
|
89.2K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-852- 0.82% |
$30.7K - $35.5K
|
103K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-862- 5.63% |
$31K - $35.9K
|
14.4K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-872- 1.23% |
$31.4K - $36.3K
|
70.2K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-874- 2.98% |
$31.5K - $36.4K
|
28.5K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-880- 3.36% |
$31.7K - $36.7K
|
25.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-880- 0.66% |
$31.7K - $36.7K
|
132K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-896- 0.85% |
$32.3K - $37.3K
|
104K
$4.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-912- 0.44% |
$32.9K - $38K
|
206K
$8.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-913- 0.87% |
$32.9K - $38.1K
|
104K
$4.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-926- 8.71% |
$33.4K - $38.6K
|
9.7K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-929- 8.22% |
$33.5K - $38.7K
|
10.4K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-941- 1.13% |
$33.9K - $39.2K
|
82.1K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-969- 1.72% |
$34.9K - $40.4K
|
55.4K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-972- 4.77% |
$35K - $40.5K
|
19.4K
$773K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-973- 1.66% |
$35K - $40.6K
|
57.7K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-985- 3.97% |
$35.5K - $41.1K
|
23.8K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-999- 8.08% |
$36K - $41.6K
|
11.4K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 0.63% |
$38.4K - $44.5K
|
169K
$6.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.07K- 1.27% |
$38.5K - $44.5K
|
83.1K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.15K- 2.27% |
$41.2K - $47.7K
|
49.2K
$1.96M
|